VANCE WEALTH, INC. - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 822 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
VANCE WEALTH, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$232,875
-1.6%
1,8030.0%0.12%
-15.5%
Q4 2022$236,716
+6.2%
1,803
-5.3%
0.15%
-13.5%
Q3 2022$223,000
-24.9%
1,903
-2.1%
0.17%
-41.2%
Q4 2021$297,0001,9430.29%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Main Management LLC 158,940$46,612,0007.49%
CHARTIST INC /CA/ 86,618$12,240,294,0005.97%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 6,075$1,782,0005.62%
Bellecapital International Ltd. 20,581$6,036,0005.58%
Opus Point Partners Management, LLC 25,000$7,332,0005.44%
NF Trinity Capital (Hong Kong) Ltd 132,350$38,814,0005.25%
VALICENTI ADVISORY SERVICES INC 31,992$9,382,0005.21%
Manifold Partners, LLC 18,888$5,539,0005.04%
Blume Capital Management, Inc. 24,097$7,067,0004.09%
HARBOUR INVESTMENT MANAGEMENT LLC 15,545$4,559,0003.38%
View complete list of ISHARES TR shareholders